Use this workflow to update reusable email template content, subject lines, descriptions, categories, or active status.
When to use this workflow
Use this workflow when an existing PAX email template needs updated wording, subject text, variables, category, description, or active status.
Do not change template variables unless you know the sending workflow supplies that variable.
Before you start
You need:
adminorexecutiveaccess to save changes.- The template code or template name you intend to update.
- Approved content and subject wording.
- Any required variables in
{{variable_name}}format.
Screen path
Dashboard > System Settings > Communications > Email Templates
Steps
- Open
System Settings. - In
Communications, selectEmail Templates. - Select the template from
Available Templates. - Select
Preview Emailto review the current output with sample data. - Select
Edit Template. - Update
Template Name,Category,Description,Subject Line,Template Content, orActive. - Leave
Template Codeunchanged. PAX locks this field. - Select
Save Changes. - Preview the template again.
- Test from the related workflow when the change affects live customer, vendor, or campaign email.
What happens behind the scenes
PAX updates the selected email template record and refreshes the template list.
The template code remains the system identifier. Workflows that look up templates by code continue to use the same template record after edits.
If Active is turned off, workflows that require an active template by that code may be unable to send until an active template is available.
Preview replaces known variables with sample data. Live sends replace variables using data from the sending workflow.
Troubleshooting
I can edit fields but Save Changes fails
Likely cause: Your role can open Email Templates but the backend requires admin or executive access to save.
Safe fix: Ask an admin or executive to save the change.
Contact support if: An admin or executive receives the same failure.
The email shows a variable instead of a value
Likely cause: The variable name does not match what the sending workflow provides.
Safe fix: Compare the variable spelling with a working template for the same workflow and correct the template content.
Contact support if: The variable appears correct but live emails still do not render it.
A workflow cannot find the template
Likely cause: The template may be inactive or the workflow expects a specific template code.
Safe fix: Reopen the template and confirm Active is checked.
Contact support if: The expected template is active but the workflow still cannot send.